AlphAIalphai — Financial news for AI agents
yahoo.comAUG 262 min read$ARES

Ares Management Stock: Analyst Estimates & Ratings

Ares Management (ARES) underperformed the S&P 500 and XLF ETF over the past year, with a 20.8% decline. Q2 revenue missed estimates at $1.26B, while EPS met expectations at $1.29. Analysts have a 'Moderate Buy' consensus, with a mean price target of $150.80, suggesting a 6.8% upside.

Original reporting
yahoo.com
Published Aug 26, 2026, 2:00 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 26, 2026, 2:10 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
Ares Management Stock: Analyst Estimates & Ratings — source image
Source · yahoo.com
Decision brief

The 30-second read

$ARESNeutralHigh
01

Why it matters

Earnings release provides fresh data for traders; analyst upgrades and price‑target lifts add actionable insight.

02

Market read

First‑report earnings with sizable market cap and analyst rating changes make the story highly relevant for short‑term traders.

03

What to watch

Higher G&A expenses from biennial meeting and tech investments could weigh on margins longer term.

Relevance 8/10Novelty 8/10Timing: Q2 results released Jul 31, immediate market reaction

Background

Ares Management Corp (NYSE: ARES) is a $46.7 B alternative‑asset manager reporting Q2 2026 results.

Company-level read

Ticker impact

$ARESNeutralHigh confidence
Context

Q2 2026 results released Jul 31 showing adjusted EPS $1.29 (in line) and revenue $1.26 B (miss), with shares up >8% next session.

Expected impact

Potential modest rally if guidance raises; downside risk if revenue concerns persist.

Evidence & confidence

Large‑cap alternative‑asset manager, fresh earnings data, and analyst price‑target upgrades suggest near‑term price movement.

Market effects

Sector

Alternative‑asset managers may see valuation pressure as revenue miss highlights sector headwinds.

Regional

U.S. large‑cap financials could be modestly affected by ARES earnings.

Global

Limited to investors tracking asset‑management earnings.

Counterpoint

What could challenge this read

Revenue miss may signal deeper demand slowdown, suggesting a short‑term pullback despite EPS beat.

Key entities

  • company
    Ares Management Corp

    Alternative asset manager reporting Q2 earnings.

Read at source← All news

Related articles

AUG 8
$ARESMed

Everton & other writings by Paul Quinn, The Analysis Series, Talking the Blues & the esk PodcastsThe Analysis Series: Ares Management Corporation, corporate update and sports exposure

Ares Management (NYSE: ARES) reports Q2 2026 results with record gross fundraising of about $36bn, AUM about $671bn, fee-paying AUM about $410bn, and fee-related earnings of $491.1m, and raises its quarterly dividend to $1.35. The article cites stock down about 32% over 52 weeks and ASIF redemptions exceeding a 5% cap. It also discusses ARCC non-accruals rising and football-related credit losses tied to Eagle Football and Chelsea exposure.

theesk.org12 min
AUG 4
$ARESMedAI 8/10

Ares (ARES) Q2 2026 Earnings Call Transcript

Ares Management (ARES) reported Q2 2026 results on an earnings call. Total AUM was about $671B, up 17% year over year, with gross fundraising of $36B. Fee-related earnings were about $491M (+20%), realized income about $522M (+31%), and after-tax realized income $1.29 per share (+25%). The company declared a $1.35 dividend per share.

fool.com6 min
AUG 3
$ARESMed

Why is Ares Management stock surging today?

Ares Management shares rose 5.3% to $134.92 after its Q2 2026 results. The company reported revenue of $1.43B vs. $1.33B expected, after-tax realized income per share of $1.29 (+25% YoY), and record $36.4B gross fundraising, lifting AUM 17% to $671.3B. Analysts raised price targets following the beat.

investing.com3 min
AUG 2
$ARESMed

Ares Management Corporation Q2 2026 Earnings Call Summary

Ares Management (ARES) reported record Q2 2026 fundraising of about $36B, with AUM up 17% YoY to $671B and fee-paying AUM up to $410B. Deployment rose to $36B and forward pipeline improved 20% sequentially. Management expects 2026 to be another record year, with FRE margins nearing the upper end of its 0-150 bps guidance and plans new non-traded BDC share classes.

yahoo.com6 min
JUL 31
$ARESMed

Ares raises record $36b in Q2 on private credit fundraising momentum

Ares Management reported record Q2 fundraising of $36 billion, led by its credit segment with $23.7 billion and real assets with $9.7 billion. AUM rose 17% to $671.3 billion and fee-related earnings increased 20% to $491.1 million. It deployed $35.9 billion and said uninvested capital rose 13% to $170 billion. After-tax realised income per share was $1.29.

dealstreetasia.com5 min